Account Manager

About the role

You will build and deepen relationships with Arch's most sophisticated and high-value clients, acting as a trusted advisor to their operations leaders, CTOs, COOs, and Partners. You will tailor your messaging and engagement to resonate across different levels within the client organization while consistently representing the voice of the client internally to influence product and operational priorities. This role owns the full commercial lifecycle for key accounts, driving renewals, upsells, and expansions through proactive identification of opportunities for broader user adoption, premium features, and deeper integrations. You will lead commercial conversations with C-suite stakeholders and senior decision-makers, aligning pricing, contracts, and platform capabilities to their strategic goals and investment workflows. By partnering cross-functionally with Implementation, Product, Engineering, Sales, and Leadership, you will ensure client goals are synchronized with Arch's evolving capabilities and platform value. You will track and report on account health, pipeline activity, and revenue performance to guide strategic decisions and demonstrate impact. This position requires high energy, a love for complex customer problems, and the initiative to seek massive opportunities and drive them forward in a fast-paced, high-growth environment.

Key facts

What you'll do

Stakeholder Engagement

• Build and deepen relationships with operations leaders, CTOs, COOs, and Partners.
• Tailor messaging and engagement to different levels of the client organization.
• Represent the voice of the client internally to influence product and operational priorities.

Renewals, Upsell, & Expansion

• Own the full commercial lifecycle for accounts: renewals, upsells, and expansions.
• Identify new opportunities - broader user adoption, premium features, deeper integrations.
• Lead commercial conversations with C-suite stakeholders and senior decision-makers.
• Align pricing, contracts, and platform capabilities to client goals and investment strategies.
• Partner cross functionally with the Client Experience team to identify client usage gaps, deliver tailored solutions, and ensure platform value is fully realized.

Strategy & Process Improvement

• Help shape playbooks for renewals, pricing, account expansion, and strategic success.
• Track and report on account health, pipeline activity, and revenue performance.
• Contribute to scaling the function - mentoring teammates and improving internal processes.

Requirements

• 6 - 8 years of experience in Enterprise Sales/Account Management within a SaaS technology company, preferably in a growth stage startup.
• Consistent quota attainment or a track record of success.
• Have helped build or scale a commercial or customer success function in a startup environment.
• Seek massive opportunities, jump on them, and take initiative.
• High energy, love talking to people, and want to work on complex customer problems.
• Are comfortable with CRMs, data systems, or SQL (or eager to learn!).
• Most of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork.
• Being onsite daily enables us to build strong connections, move quickly, and deliver exceptional service to our clients.
• For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location.
• We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment.

Nice to have

• Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field.
• Possess understanding of Alternative Investments industry trends, products, and services.
• Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions.

Practical notes

• Strong Team
• You'll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.
• Your work is high impact
• Being part of a small team means you have real responsibility and impact from day one. You'll be involved in driving initiatives forward alongside senior leadership, owning key projects, and directly contributing to the growth and success of the company.
• You will have the opportunity to work with a talented, kind, and high-performing team of over 200 people.
• You will contribute to solving meaningful problems for some of the largest and most sophisticated investors in the world.
• You will have the opportunity to grow your skills and take on increasing responsibility as part of a fast-growing company.
• You will work in an environment that values transparency, ownership, and collaboration.
• You will have exposure to cutting edge financial technology and the chance to shape the future of how private investments are managed and understood.
• Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.
• Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter Arch.
• Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of 'portals'. Our purpose is to save investors' time while empowering them to make more informed investment decisions, leading to better financial outcomes.
• We are a fast-growing, dynamic team of 200+, serving over 400 clients, including several of America's largest banks, families, and financial institutions.
• We've over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.
• The role is focused on driving retention, satisfaction, and account expansion for high-value clients in a senior, client-facing, revenue-carrying capacity that blends customer success and commercial strategy.
• You will partner cross-functionally with Implementation, Product, Engineering, Sales, and Leadership to align client goals with Arch's evolving capabilities.
• This is a high-impact role for someone who can think strategically, communicate effectively, and thrive in a fast-paced, high-growth environment.
• You will help shape playbooks for renewals, pricing, account expansion, and strategic success.
• You will track and report on account health, pipeline activity, and revenue performance.
• You will contribute to scaling the function - mentoring teammates and improving internal processes.
• You will represent the voice of the client internally to influence product and operational priorities.
• You will identify new opportunities - broader user adoption, premium features, deeper integrations.
• You will align pricing, contracts, and platform capabilities to client goals and investment strategies.
• You will lead commercial conversations with C-suite stakeholders and senior decision-makers.
• You will build and deepen relationships with operations leaders, CTOs, COOs, and Partners.
• You will ensure long-term value while identifying opportunities for upsell and growth.
• You will own the full commercial lifecycle for accounts: renewals, upsells, and expansions.
• You will partner cross functionally with the Client Experience team to identify client usage gaps, deliver tailored solutions, and ensure platform value is fully realized.